China

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | November 28, 2022 Premium

US, UK, EU & China Quarterly Economic Update, 3Q22: Global Headwinds Give Rise to Economic Ambiguity

Our new Quarterly Economic Update discusses macroeconomic indicators from the US, the UK, China and the EU (European Union), breaking out data for France and Germany. We cover GDP, consumer spending and inflation. We look at recently released data for the third quarter of 2022, which show positive GDP growth but depressed consumer spending levels.

Insight Report | November 28, 2022

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What Does the Metaverse Offer Beauty Brands?

We outline strategic entry points for beauty brands to navigate the expanding metaverse—a new and promising virtual reality. We cover reality technologies, virtual idols, NFTs, digital twins and more.

Analyst Corner | November 27, 2022

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Weinswig’s Weekly: What Can Retailers Do To Prevent Shoplifting and Organized Retail Crime?

This week, Deborah Weinswig discusses how retailers can prevent shoplifting and organized retail crime.

Insight Report | November 25, 2022 Premium

November 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in October 2022, retail sales growth slowed further in the US, the UK and China. Our Monthly Consumer Update assesses the leading indicators of the health of the consumer economy—wage growth, price changes and retail sales growth—in these three markets.

Deep Dive | November 23, 2022 Premium

Retail-Tech Landscape: Retail Crime Prevention

The need to tackle security-related challenges—from shoplifting-driven shrinkage to e-commerce returns fraud—is resulting in increasing demand from retailers for innovative loss-prevention solutions. We highlight three key industry trends in retail crime prevention and present selected startups globally whose technology solutions support brands and retailers in transforming and automating their checkout operations.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.

Insight Report | November 21, 2022 Premium

Metaverse Latest: NFT Loyalty Programs Offer New Opportunities for Brands and Retailers

As part of our Metaverse Latest series, we present recent developments in the metaverse space—covering virtual worlds and platforms; brands and retailers; technology and access; and NFT (non-fungible token) collection drops. We also discuss a key trend we are watching: NFT loyalty programs.

Analyst Corner | November 20, 2022

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Weinswig’s Weekly: Online Grocery’s Long Runway for Growth Is Dented by Short-Term Inflation

This week, Deborah Weinswig discusses the prospects for grocery e-commerce in the US.

Insight Report | November 18, 2022 Premium

Singles’ Day 2022: Immersive Virtual Experiences Boost Engagement

As part of our Singles’ Day 2022 coverage, we discuss virtually immersive experiences that debuted during the global online shopping festival, including several metaverse launches.

Deep Dive | November 18, 2022 Premium

Singles’ Day 2022: Making an Impact Around the World

Singles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China.

Insight Report | November 17, 2022 Premium

Livestreaming Latest, November 2022: Capturing Singles’ Day and Holiday Shoppers and Expanding into Real Estate

As part of our Livestreaming Latest series, we present recent developments and notable trends in the global livestreaming space, including livestreaming initiatives during Singles’ Day in China. We offer examples of recent livestreaming events from retail companies globally.

Insight Report | November 17, 2022 Premium

October 2022 China Retail Sales: Total Sales Decelerate; Most Sectors Report Negative Growth

We review the latest data for retail sales in China showing that in October 2022, year-over-year sales grew 0.5%. Our report analyzes retail sales in total and by sector.

Insight Report | November 16, 2022 Premium

Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable Shopping

In our Singles’ Day 2022 wrap up, we provide an overview of the festival’s main events, including analysis of the initiatives and performances of major e-commerce players during the most challenging Singles’ Day to date.

Company Profile | November 15, 2022 Premium

NIKE, Inc. (NYSE: NKE) Company Profile

NIKE is a US-based brand of athletic accessories, apparel and footwear. Headquartered in Beaverton, Oregon, the company operates in 170 countries.

Company Profile | November 14, 2022 Premium

Under Armour, Inc. (NYSE: UAA) Company Profile

Under Armour is a US-based brand owner of accessories, apparel and footwear brands. Headquartered in Baltimore, Maryland, the company operates in Canada, Chile, China, Mexico, Korea, the US and around 95 other countries.